AI stocks: Energy and transportation plays, valuation concerns, and is it time to sell Mag 7?

You know, obviously there's there's been a volatile element that has come into the AI sentiment here. >> Absolutely. >> A lot of it is centered around Oracle and sort of funding of these projects, private credit and its involvement in all of this.Like what are your thoughts on this. Yeah, I mean we've definitely seen um you know some concern building you know kind of within the markets you know just in terms of the amount of capex that is being committed you know kind of Oracle and the open AI kind of side ...